Seelaus Asset Management LLC 13F Holdings

CIK 0001705655 · CHATHAM, NJ

As of Sep 30, 2025, Seelaus Asset Management LLC reported 362 positions worth $213.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology68,264 7.4M8.15%
SPDR S&P 500 ETF TRUSTSPY—18,996 2.7M5.93%
MICROSOFT CORPMSFTTechnology15,432$8.0M3.75%
ALPHABET INCGOOGLEquity28,276$6.9M3.22%
AMAZON.COM INCAMZNEquity31,068$6.8M3.20%
UNITED RENTALS INCURIIndustrials6,202$5.9M2.78%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services10,824$5.4M2.55%
CAMECO CORPCCOBasic Materials63,760$5.3M2.51%
CRH PUBLIC LTD COCRHBasic Materials39,960$4.8M2.25%
ALPHABET INCGOOGEquity16,792$4.1M1.92%
NVIDIA CORPNVDATechnology21,180$4.0M1.85%
GE AEROSPACEGEIndustrials12,122$3.6M1.71%
BLACKSTONE INCBXFinancial Services21,310$3.6M1.71%
ARTHUR J GALLAGHER & COAJGFinancial Services10,996$3.4M1.60%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—16,480$3.1M1.47%
EXXON MOBIL CORPXOMEnergy25,670$2.9M1.36%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,924$2.7M1.27%
CITIGROUP INCCFinancial Services25,238$2.6M1.20%
INVESCO QQQ TRUST SERIES 1QQQ—4,238$2.5M1.19%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—8,770$2.5M1.16%
ABBVIE INCABBVEquity10,214$2.4M1.11%
CATERPILLAR INCCATIndustrials4,916$2.3M1.10%
VANECK GOLD MINERS ETFGDX—30,314$2.3M1.09%
META PLATFORMS INCMETACommunication Services3,076$2.3M1.06%
WILLIAMS COMPANIES INCWMBEnergy35,420$2.2M1.05%